MVIP

Mar Vista Investment Partners Portfolio holdings

AUM $1.31B
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.88B
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1 +$49M
2 +$3.11M
3 +$89.8K
4
DASTY
DASSAULT SYSTEMES SA ADR
DASTY
+$65.6K

Top Sells

1 +$47.5M
2 +$9.28M
3 +$9.18M
4
AAPL icon
Apple
AAPL
+$8.86M
5
INTU icon
Intuit
INTU
+$8.69M

Sector Composition

1 Technology 34.59%
2 Financials 18.02%
3 Communication Services 10.51%
4 Consumer Discretionary 8.27%
5 Healthcare 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$65.7M 1.69%
486,190
-26,043
27
$61.8M 1.59%
875,264
-50,534
28
$59.3M 1.53%
94,981
-3,890
29
$59M 1.52%
1,611,066
-90,770
30
$57.8M 1.49%
197,140
-11,179
31
$53M 1.37%
352,466
-20,172
32
$52.1M 1.34%
876,848
-49,602
33
$41.9M 1.08%
111,391
-6,354
34
$41.2M 1.06%
197,567
-10,510
35
$34.8M 0.9%
315,673
-17,690
36
$8.09M 0.21%
64,539
-34,349
37
$5.35M 0.14%
43,154
38
$5.08M 0.13%
78,058
-4,237
39
$3.48M 0.09%
42,558
40
$3.11M 0.08%
+27,837
41
$2.61M 0.07%
60,405
-3,101
42
$1.47M 0.04%
11,020
-100
43
$1.13M 0.03%
9,540
+760
44
$112K ﹤0.01%
2,726
45
$94K ﹤0.01%
293
46
$88K ﹤0.01%
118
47
$82K ﹤0.01%
1,555
+1,244
48
-9,238
49
-1,259,055
50
-350